LegacyNotes is an online platform for digital estate planning, aimed at private individuals. Users can draw up an advance healthcare directive and a power of attorney for care, generate a will template with the estate planner that takes statutory reserved portions into account, and record important information such as accounts, contracts, digital accounts and funeral wishes. It also offers a simulator for personal provision, help for relatives after a death and a programme for employers. The service is delivered as a web application with a free basic version.
LegacyNotes is offered by LegacyNotes GmbH, based in St. Gallen, Switzerland. Switzerland is not in the EU, but it is an EFTA country with an EU adequacy decision for data protection. According to the imprint, data is held on servers in Switzerland, and the privacy policy cites both Swiss data protection law and the GDPR. No parent company is named. Note that the product is tailored to Swiss inheritance law, so it mainly suits people who live in Switzerland.